Case
001 / Paid Media Audit
Client
Harvey · Legal AI
Engagement
2025 → Q1 2026
Channels
Google · LinkedIn · Meta · Syndication · Reddit · Display
Prepared by
Ads by Jer

A $122K / month
ad program with
one working channel.

Harvey was spending more than most Series-B companies put on growth — and only branded search was returning. We rebuilt the measurement layer first, then the channels. Here's the audit.

$122.5K
Monthly spend at engagement start, across two channels.
$600+
Non-branded Google CPA. 60% of total spend at zero ROAS.
6 of 9
Channels untested. No Meta, no syndication, no Reddit, no display.
90 days
From audit to a fully-instrumented six-channel program.
PART ONE / 00

Executive Summary

The ad account is technically active, but the paid media program is not functioning as a demand generation engine.

Harvey is spending $122,500 per month across Google Ads and LinkedIn, and the results are split down the middle. Branded search is the one channel performing well — $214 CPA, strong impression share, solid conversion rates. Everything else is broken or untested. Non-branded Google is generating clicks at over $600 per converted demo. LinkedIn is running broad, single-layer campaigns with no retargeting and no sequential messaging.

The deeper problem is measurement. Harvey has no Enhanced Conversions on Google, no Salesforce-to-channel feedback loop, no Meta Pixel installed, and no consistent UTM taxonomy across campaigns. Every optimization decision — bid strategy, budget allocation, audience expansion — is being made on incomplete data. With a 60-to-180-day sales cycle, last-click attribution systematically undercredits every channel that touches a prospect before they request a demo.

Three high-priority channels are completely untested. Meta's Conversions API can put demo conversion data in front of warm site visitors and CRM contacts at an estimated $60–110 CPL — a fraction of non-branded Google. Content syndication through LegalTech News, Above the Law, and NetLine puts long-form Harvey content in front of legal ops and BigLaw decision-makers who will never type a search query. Reddit's r/legaltech and r/biglaw communities are organic channels for a product like this; promoted posts can drive qualified pipeline at $35–70 CPL.

This document covers two phases. Phase 1 ($140K/month, six channels) fixes measurement, rebuilds non-branded Google, adds Meta retargeting, and launches content syndication — all before the end of Q4 2025. Phase 2 ($205K/month) introduces LinkedIn Thought Leader Ads, Reddit, programmatic display, and a full multi-touch attribution model with Salesforce revenue postback.

“The ad account is technically active, but the paid media program is not functioning as a demand generation engine.”— Field note, week one
PART ONE / 01

Performance at a Glance

Branded search is a third of the spend and the only positive signal in the account. The remaining two-thirds are broken, broad, or absent.

Google BrandedWorking
$32K/mo
$214 CPA · Working
Google Non-BrandedBroken
$74K/mo
$600 CPA · Broken — zero ROAS
LinkedIn AdsUnderperf.
$18K/mo
Underperforming · broad targeting
Google RLSA / RetargetUntested
Not configured
LinkedIn RetargetingUntested
Not running
Meta AdsUntested
Never tested
Content SyndicationUntested
Never tested
Reddit · ProgrammaticUntested
Never tested
PART ONE / 02

Data & Measurement
Infrastructure

A 60-to-180-day sales cycle plus last-click attribution equals systematic distortion. This is not a reporting quirk — it actively shifts budget away from the channels doing the most important work.

A partner at a Big Law firm sees a LinkedIn ad in October, visits the site in November, attends a webinar in December, and books a demo in January. Under last-click, Google Ads gets 100% of the credit. LinkedIn, content syndication, and every other touchpoint get zero. That's not a reporting quirk — it's an active distortion.

SignalEvents firingStatusGap
Google AdsDemo requests, form fillsPartialNo Enhanced Conversions; no offline CRM import of pipeline and closed/won data
LinkedIn AdsLead Gen Form submitsPartialInsight Tag installed but no Salesforce match — cannot tie LinkedIn touches to pipeline
Meta Pixel / CAPINoneNot installedCannot build retargeting audiences, run lookalike prospecting, or optimize for conversions
CRM → Channel FeedbackClosed deals, pipeline stageNo loopNo Salesforce export to Google or LinkedIn; channels bid on clicks, not revenue
UTM TaxonomySource, medium, campaignInconsistentMixed naming conventions; channel attribution in CRM is unreliable
View-Through AttributionNoneNot configuredDisplay and YouTube influence on pipeline is completely invisible

Prerequisites before Phase 1 launch

  1. Standardize UTM taxonomy

    Define a consistent naming convention for utm_source, utm_medium, utm_campaign, and utm_content across all channels. Enforce it in a shared taxonomy document.

  2. Enable Google Enhanced Conversions

    Pass hashed email addresses from demo request forms to Google. Improves match rates 15–30% and makes Smart Bidding significantly more accurate.

  3. Configure Salesforce offline conversion import

    Feed pipeline stage and closed/won data back to Google and LinkedIn weekly. Bid strategies then optimize toward revenue, not form fills.

  4. Install Meta Pixel and configure CAPI

    Server-side event matching is required before Meta can optimize delivery or build audiences. Target an event match quality score of 7+ before deploying budget.

  5. Deploy a multi-touch attribution model

    A linear or time-decay model in your CRM or BI layer. A Looker or Tableau model pulling from Salesforce Campaign Influence is sufficient to start — no new tool required.

PART ONE / 03

Google Ads.

$105,000 / mo · current state

Branded works. Non-branded doesn't. The bidding architecture isn't the problem — the campaign structure underneath it is.

What's working

  • Branded campaigns$214 CPA, strong impression share. People who know the product are finding it and requesting demos.
  • Smart Bidding infrastructureTarget CPA bidding is live and has data. The bidding architecture is not the problem.
  • Conversion tracking basicsDemo request and form fill conversions are firing in most campaigns.

What's broken

  • Non-branded: $600+ CPA$73,500/month generating clicks from attorneys who have no idea what Harvey does. Quality Score 3–4 across key terms. No negative keyword lists.
  • No RLSA campaignsWarm audiences — site visitors, demo viewers, content readers — are being served the same cold prospecting campaigns as first-time visitors.
  • No competitor conquestingHarvey has clear competitive alternatives (Ironclad, Luminance, ContractPodAi, Lexion). None are targeted.
  • No Enhanced ConversionsHashed email matching is not configured. Smart Bidding is operating on incomplete signal.
PART ONE / 04

LinkedIn Ads.

$17,500 / mo · current state

The Insight Tag is installed. Site visitor data is being collected. None of it is being used. The highest-ROI LinkedIn tactics are not running.

What's working

  • Active campaignsSingle Image Ads and Sponsored Content running against job title targeting.
  • Insight Tag installedCompany-level visitor data is available for audience building.
  • Lead Gen FormsAvailable in account and occasionally deployed for content offers.

What's broken

  • No retargetingSite visitors, video viewers, and Lead Gen Form openers are not being followed up with sequential ads. The highest-ROI LinkedIn tactic Harvey isn't running.
  • Single-layer targetingCampaigns target job title OR company size — not both. This dramatically widens the audience beyond Harvey's actual ICP.
  • No Thought Leader AdsRunning ads from individual employee profiles generates 2–5× higher CTR than company page ads. None are active.
  • No ABM intent data6sense or Demandbase intent signals are not feeding LinkedIn Matched Audiences. ICP companies could be identified before they raise their hand.
PART ONE / 05

What Harvey
isn't running.

Four channels at $0 spend. None require large bets to prove out — but the cumulative absence is the difference between a search shop and a demand-generation program.

Meta AdsHighest priority
Harvey has warm site visitors with no retargeting touchpoint after they leave. Meta's Conversions API enables server-side event matching against CRM contacts for demo no-shows and cold pipeline.
Est. CPL
$60–110
Content SyndicationHigh priority
Legal ops directors and BigLaw partners who will never search for 'AI contract review' read LegalTech News, Above the Law, and Law360 daily. Gating a Harvey guide delivers MQL lists with verified contact data.
Est. CPL
$50–120
Reddit AdsMedium priority
r/legaltech (42K), r/biglaw (180K), r/lawyers (290K), r/lawfirm — communities where Harvey's actual buyers discuss tooling. Promoted posts reach high-intent practitioners in a native format.
Est. CPL
$35–70
Programmatic DisplayReinforcement
GDN retargeting on Above the Law, Law.com, ALM Media keeps Harvey visible to warm prospects. Not standalone demand gen — runs alongside search retargeting.
Est. CPL
$8–15 CPM
PART ONE / 06

Five
structural gaps.

The findings, ordered by what has to be fixed before anything else.

01

Measurement infrastructure is broken — and nothing else can be fixed until it isn't.

With no Enhanced Conversions, no Salesforce offline import, and no consistent UTM taxonomy, every optimization in this document is built on incomplete data. Bid strategies are optimizing for form fills rather than revenue. Channel attribution in the CRM is unreliable. The measurement gap is listed first because it gates everything else.

02

ICP segmentation doesn't exist at the campaign level.

Harvey serves three distinct buyer profiles: law firm partners (revenue decision-makers), legal ops directors (efficiency buyers), and in-house GC teams at mid-market companies. Each has a different value proposition, different objections, different content needs. Every campaign currently treats them identically.

03

Non-branded Google is spending $73,500/month at a $600+ CPA.

This is a structural problem, not a keyword list problem. Non-branded campaigns are targeting informational queries from people far from a purchase decision, using landing pages built for branded audiences, with no negative keyword exclusions. The campaigns need to be rebuilt around three query intents: capability discovery, competitor comparison, and problem-aware search.

04

LinkedIn is running one layer of targeting with no retargeting or sequential messaging.

The Insight Tag is installed. Site visitor data is being collected. That audience is not being used. Every warm prospect who visited the product page, watched a demo video, or downloaded a guide is being served the same top-of-funnel ad that cold prospects see. LinkedIn's retargeting CPL is typically 40–60% lower than prospecting — none of that inventory is being captured.

05

No competitor conquesting campaigns on Google or LinkedIn.

Legal teams evaluating AI contract review tools are actively comparing Harvey against Ironclad, Luminance, ContractPodAi, and Lexion. None of those competitor brand terms are being targeted on Google. No LinkedIn campaigns target employees at firms known to be using competing products. Competitor conquesting typically converts at 2–3× the rate of generic non-branded for established products.

PART TWO / 01

ICP framework.

All campaign targeting, audience segmentation, and messaging is built around three buyer profiles. T1 and T2 lead Phase 1; T3 expands in Phase 2.

Phase 1
T1
Big Law Managing & Equity Partners
Partner+ at Am Law 200 firms
Value proposition
Revenue velocity, associate leverage, competitive positioning
Phase 1
T2
Legal Operations Directors
Director+ at firms with dedicated Legal Ops functions
Value proposition
Workflow automation, cost reduction, compliance surface area
Phase 2
T3
In-House GC & Practice Group Leaders
GC / Deputy GC at mid-market companies ($100M–$2B revenue)
Value proposition
Risk management, contract throughput, outside counsel spend reduction
PART TWO / 02

Budget allocation.

Phase 1 reroutes the existing $122.5K and adds $17.5K for measurement-fixing channels. Phase 2 layers on programmatic, Reddit, and ABM intent. Filter by channel or toggle phases.

Phase 1 monthly
$140,000
Google Ads$105K / mo
Branded — Exact + PhrasetCPA $220
$32K
$31,500
Non-Branded — RebuiltRebuild Q4; scale Q1
$32K
$31,500
RLSA — Site Visitor RetargettCPA $180
$32K
$31,500
Competitor ConquestingtCPA $350
$11K
$10,500
Performance MaxPhase 2 launch
Phase 2 only
YouTube Pre-RollPhase 2 launch
Phase 2 only
LinkedIn$18K / mo
Site Visitor RetargetingCPL target $120–180
$9K
$8,750
T1/T2 ICP ProspectingScale after Phase 1 proof
$5K
$5,250
Thought Leader AdsMeasure engagement rate
$3,500
ABM — 6sense Intent LayerPhase 2 launch
Phase 2 only
Document Ads + T3 ExpansionPhase 2 launch
Phase 2 only
Meta$10K / mo
Site Visitor RetargetingCPL target $60–100
$6K
$6,000
Demo No-Show RecoveryCPL target $80–120
$2,500
Customer Seed / LookalikeScale lookalike in Phase 2
$1,500
Syndication$8K / mo
LegalTech News + Above the LawCPL target $75–120
$4,000
NetLine / Informa TechTargetCPL target $50–90
$3,500
Reddit + Display$0K / mo
Reddit Promoted PostsCPL target < $70
Phase 2 only
Programmatic Display — GDNCPM target < $15
Phase 2 only
Phase 1 / month
$140,000
Six channels live. Measurement infrastructure rebuilt. 90-day deployment.
Phase 2 / month
$205,000
Reddit, programmatic, ABM intent, lookalike scaling, Performance Max, YouTube.
Lift over starting state
+67%
Spend headroom only deployed once Phase 1 CPL and pipeline data justifies it.
PART TWO / 03

90-day
milestones.

From measurement to launch to optimization, sequenced so each phase enables the next.

01
Month · October 2025

Measurement + Infrastructure

  • UTM taxonomy doc finalized and distributed to all channel owners
  • Google Enhanced Conversions live and verified in GA4
  • Salesforce offline conversion import configured and tested
  • Meta Pixel installed; CAPI server-side events firing; event match quality measured
  • Non-branded Google campaigns paused; restructured campaigns ready to launch
02
Month · November 2025

Google · LinkedIn · Meta launch

  • Non-branded Google (rebuilt) and RLSA campaigns live; ROAS tracked weekly
  • LinkedIn retargeting live; CPL benchmarked against previous broad campaigns
  • Thought Leader Ads launched from 3 Harvey team members; engagement documented
  • Meta site visitor retargeting live (contingent on EMQ score 7+)
  • First content syndication campaign with LegalTech News live; CPL measured
03
Month · December 2025

Optimize + expand

  • Competitor conquesting campaigns live on Google and LinkedIn
  • Multi-touch attribution model live in Looker; first cross-channel report delivered
  • Meta demo no-show recovery live; customer seed audience building
  • NetLine/TechTarget syndication launched; MQL CPL vs. LegalTech News compared
  • Phase 2 budget decision made based on Phase 1 CPL, pipeline influence, and ROAS data
PART THREE / 01

Results.

Phase 1 deployed in 90 days; Phase 2 wrapped Q1 2026. Paid-media-attributed ARR went from $20M to $76M — a $56M lift on the rebuilt program.

ARR from paid · before
$20M
Two channels live. One working. Branded search carrying the program.
ARR from paid · after
$76M
Six channels live. Measurement instrumented. Revenue attribution end-to-end.
+$56M
In paid-media-attributable ARR added across the engagement.
3.8×
Lift on paid-attributed revenue versus the starting state.
6 of 9
Untested channels brought online — five of them at or under target CPL.
90 days
From audit kickoff to a fully-instrumented six-channel program live.
PART TWO / 04

Next steps.

Seven moves, in order. Numbers one through four are non-negotiable — the rest can't be optimized without them.

Finalize UTM taxonomy document

Block 90 minutes with the CRM owner and each channel manager. Lowest-effort, highest-impact action — everything downstream depends on clean data.

1 meeting

Enable Google Enhanced Conversions

Work with dev to pass hashed email from the demo request form to the Google tag. One sprint to implement; immediately improves Smart Bidding accuracy.

1 sprint

Configure Salesforce offline conversion import

Set up a weekly Salesforce export of pipeline stage and closed/won data to Google and LinkedIn. Bid strategies shift from form fills to revenue.

1–2 sprints

Install Meta Pixel and configure CAPI

Prioritize server-side event matching over browser-only Pixel. Target an event match quality score of 7+ before deploying budget.

1 sprint

Pause and rebuild non-branded Google

Don't optimize the current campaigns — rebuild them. Three new ad groups, new landing pages per segment, thorough negative keyword list before relaunching.

2 weeks

Launch LinkedIn retargeting immediately

The Insight Tag is installed; the data is there. A site visitor retargeting campaign can be live within a week. Fastest high-ROI unlock.

< 1 week

Commission content assets for syndication

'The GC's Playbook for AI-Assisted Legal Work' and 'AI Due Diligence: A Partner's Checklist' need to be written, designed, and gated before outreach to publishers.

3–4 weeks